Bank Julius Baer & Co
JXN icon

Bank Julius Baer & Co’s Jackson Financial JXN Stock Holding History

Bank Julius Baer & Co’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-43
Closed -$1K – 543
2023
Q2 		$1K Sell
43
-21
-33% -$676 ﹤0.01% 558
2023
Q1 		$2K Sell
64
-1
-2% -$41 ﹤0.01% 582
2022
Q4 		$2K Buy
65
+21
+48% +$730 ﹤0.01% 568
2022
Q3 		$1K Hold
44
– – ﹤0.01% 570
2022
Q2 		$1K Buy
+44
New +$1.6K ﹤0.01% 596
2021
Q4 		– Sell
-291
Closed -$8K – 861
2021
Q3 		$8K Buy
+291
New +$7.92K ﹤0.01% 780

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Bank Julius Baer & Co's JXN Position: Q3 2023 in Review

Bank Julius Baer & Co sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 43 shares — an estimated $1K sold.

Bank Julius Baer & Co first reported a position in JXN in Q3 2021 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Bank Julius Baer & Co reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 43 Jackson Financial shares in Q3 2023, an estimated $1K.
  • Bank Julius Baer & Co first reported a position in Jackson Financial in Q3 2021 and held it in 6 quarters.
  • Bank Julius Baer & Co's Jackson Financial position peaked at $8K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Bank Julius Baer & Co's 13F filing for Q3 2023, filed 13 Nov 2023.